·Drove development of enhanced sales strategies for lines of business including selling investment management into the Defined Contribution and Financial Planner channels as well as the creation of coordinated national accounts sales plans.

·Assessed the potential to improve profitability and competitiveness of the Defined Contribution Administration business including client revenue enhancement opportunities, competitive repositioning, enhancing the value proposition, determining market placement, and identifying and executing on cost reduction opportunities.

·Successfully sold the Defined Contribution Administration business unit (due diligence process and sale transaction occurred on schedule and all deal objectives were met or exceeded). Led the preparation and buyer due diligence process and part of core valuation, modelling and negotiating teams.

·Developed a structured pricing strategy and policies for the institutional investment management business which ensured competitiveness and efficiency.

·Led line of business budgeting, planning and scorecarding processes.

·Supported numerous product launches including development of related business cases; most recently the High New Worth platform.

·Enhanced sales force compensation to ensure profitability and adherance to business objectives.

Oct 2006 - Feb 2009

VP Finance

Fidelity Investments Canada

Education

Education

Chartered Accountant

Canadian Institute of Chartered Accountants

Sep 1993 - Dec 1995

MBA

McMaster University

Sep 1989 - Apr 1993

BA Honours

Queens University

Skills

Skills

Business Development

Consulting

Finance Executive

Mergers, Acquisitions & Post Merger Integration

Objective

Seeking a challenging senior finance or corporate development role

Interest

Philanthropy

Board Member & Treasurer, Epilepsy Toronto2008 - current

Co-Founder, Jacks Lemonade Stand for SickKids2007 - current

{thus far we have raised over $100k for SickKids and Epilepsy treatment and research}

Other volunteer involvements:Crohn’s & Colitis Foundation / Out Of The Cold Program

Athletics

Cycling (road & mountain biking), Rugby, Squash, Skiing & Fitness

Summary

Highly motivated finance executive with thirteen years experience in increasingly senior roles.Extensive experience in corporate development (mergers, acquisitions, business unit enhancement and post merger integration), strategic business development, financial and management reporting, business planning and budgeting, performance management and scorecarding, cost management and effectiveness.Able to balance the discipline of financial stewardship with strategic business and product development demands.Results driven but first and foremost a collaborative thinker and communicator.A true believer that building and developing an outstanding team is a key measure of success.